Perpetual Bal Grth 2
PER0013AU
Perpetual Bal Grth 2 PER0013AU Strategy
Aims to: provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
AFIC on the speculative ASX boom, opportunities, and LIC discounts
AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward
funds
Should investors access private equity through semiliquid funds?
An opportunity to access innovation.
funds
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,877.50 | 43.90 | -0.49% |
| CAC 40 | 8,022.69 | 29.82 | -0.37% |
| DAX 40 | 24,130.14 | 32.51 | -0.13% |
| Dow JONES (US) | 48,057.75 | 497.46 | 1.05% |
| FTSE 100 | 9,655.53 | 13.52 | 0.14% |
| HKSE | 25,529.76 | 11.02 | -0.04% |
| NASDAQ | 23,654.15 | 77.67 | 0.33% |
| Nikkei 225 | 50,195.61 | 407.19 | -0.80% |
| NZX 50 Index | 13,395.87 | 24.81 | 0.19% |
| S&P 500 | 6,886.68 | 46.17 | 0.67% |
| S&P/ASX 200 | 8,592.00 | 39.50 | -0.46% |
| SSE Composite Index | 3,874.86 | 25.63 | -0.66% |